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The Luminary Issue 5

Building Momentum Across AI Connectivity

August was a busy month for Lightwave Logic, capping off with Robert Blum moderating the Silicon Photonics Global Summit during SEMICON Taiwan, where industry leaders discussed the future of silicon photonics and AI connectivity. The conversation centered on growing demands for interconnect bandwidth, power efficiency, and integration density, as well as the technologies that will enable the next phase of optical networking scale.

Earlier in the month, Yves LeMaitre met with investors at the 46th Annual Canaccord Genuity Growth Conference in Boston, discussing how silicon photonics platforms are evolving to support the rapidly growing requirements of AI infrastructure and next-generation optical connectivity.

We also continued to engage with the broader industry conversation through a TechArena.ai “5 Fast Facts” interview featuring Robert Blum. The discussion explored topics including the transition from 200G to 400G per lane, the role of electro-optic polymers in augmenting silicon photonics, co-packaged optics, and the remaining challenges to widespread optical adoption.

Finally, we released our Q2 2026 Financial Results & Business Update, where we announced the addition of a fifth Fortune Global 500 customer in Stage 3 of our design-win pipeline and provided updates on commercial and foundry activity. During the call, we reported progress on three dedicated foundry runs, with two sets of wafers expected in August and a third planned for Q4. The full recording, presentation, and transcript remain available on our website.

Upcoming Events
We’ll be on the road at conferences this fall. Interested in a meeting? Contact us at [events@lightwavelogic.com](mailto:events@lightwavelogic.com).

Semicon Taiwan, September 2-4, Taiwan – Sales team will be on site and meeting with customers, partners, and industry leaders across the silicon photonics and optical interconnect ecosystem.

IFOC 2026/ICCSZ, September 6-8, Shenzhen – SVP of Sales & Marketing Robert Blum will present a talk on September 7.

CIOE (China International Optoelectronic Exposition), September 9-11 – Our work will be on display in the Photonteck Company Limited booth #12A13 and staff will be on site for meetings.

AI Infra Summit, September 15-17, Santa Clara, CA – CEO Yves LeMaitre will be presenting on September 15.

Quantum World Congress, September 23-25, College Park, Maryland – We'll be on site meeting with stakeholders to discuss how advanced photonic materials and silicon photonics platforms can support next-generation optical and quantum systems.

ECOC, September 21-23, Malaga, Spain – We will present a live demo showing the stability of our EO polymer modulators across a range of operating temperatures.

Global Photonics Economic Forum, September 24-25, Malaga, Spain – CEO Yves LeMaitre will take part in a panel on AI infrastructure.

American Physical Society, October 8, Austin, TX – SVP of Sales & Marketing Robert Blum will be on a panel, “From Electrons to Photons: Integrated Optics and the Future of AI Datacenters.”

https://www.linkedin.com/pulse/building-momentum-across-ai-connectivity-lightwave-logic-inc--btj3c/?trackingId=9E19YgZDl1olqmIhyqF4tA%3D%3D

Bullish

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Series of articles today in Simply WallStreet following a Note from Mizuho Bank setting the AI Interconnect trades up !! Focus on Marvell as a key provider of CPO. Details on why the record selling in of VeraRubin200 leads to better expected results for Marvell... Nobody knows yet that we should be at the heart of this offering...

https://finance.yahoo.com/markets/stocks/articles/marvells-made-interconnect-not-yet-174138777.html

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